Tax Director Investments (JD)

Join to apply for the Tax Director Investments (JD) role at Loomis, Sayles & Company

3 days ago Be among the first 25 applicants

Join to apply for the Tax Director Investments (JD) role at Loomis, Sayles & Company

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $390 billion in assets under management (as of 31 March 2025) for global clients spanning more than 50 countries.

We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.

INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED

About The Role

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity :

The Growth Equity Strategies (GES) team is seeking a highly motivated and commercially minded Tax Director-Investments to lead our tax related efforts with a demonstrated history of working in the investment management industry. This individual will work with the investment team to review tax implications to portfolios and help guide investments decisions through a tax this lens. The ideal candidate will have a deep expertise in tax matters related to equities, derivatives, fund accounting, and trading related implications. The individual must be able to work collaboratively and independently in a fast-paced environment and demonstrate great attention to detail.

The role involves in-depth collaboration with portfolio managers, equity research analysts, traders and various operational, legal, and compliance roles. To excel in this role, the Tax Director must have a comprehensive understanding of tax principles and tax law, particularly those related to the investment industry, fund administration and accounting. This includes knowledge of various mechanisms such as custom in-kind baskets in instruments such as ETFs and other Fund structures. The role also requires the ability to create formal processes, draft policies and procedures, and update fund documentation as needed. This ensures that the investment strategies align with tax regulations and optimize tax efficiency.

About The Team

We manage equity portfolios for institutional and retail investors and the team has $89.5 billion in assets under management as of 12 / 31 / 2024.We serve a global client base in the US, the UK, Europe, Asia, South America, and the Middle East.

Team's Philosophy and Process : We are an active manager with a long-term, private equity approach to investing. Through our proprietary bottom-up research framework, we look to invest in those few high-quality businesses with sustainable competitive advantages and profitable growth when they trade at a significant discount to our estimate of intrinsic value.

Job Responsibilities

• Direct collaboration and interaction with our investment team and trading desk to review portfolios and transactions from a tax efficiency perspective
• Responsible for creating a formal process, drafting policies and procedures, and update fund documentation as needed
• Develop deep understanding of GES Investment philosophy to help develop policies in line with our process
• Act as a liaison to internal teams, including Operations, Finance, Legal and Compliance areas
• Participate in analysis of securities transactions including wash sales, constructive sales, straddles and qualified dividends
• Assess tax impacts on portfolios and develop tax arguments to support conclusions
• Document / develop tax and accounting policies and procedures. Assess and evaluate reporting processes and systems to ensure they are efficient and effective. Work with internal technical resources to enhance existing processes and develop new systems as required
• Lead initiatives to enhance the use of technology and data analytics in tax compliance and reporting processes.
• Establish controls and reporting mechanisms to ensure adherence to local, national, and international tax regulations.
• Contribute thought leadership by staying ahead of trends and sharing insights on tax developments affecting the asset management industry.
• Occasional project work for investment team initiatives

Qualifications & Education Requirements

Additional Requirements

The team works a hybrid schedule and you will be required to be in the office on Tuesdays, Wednesdays and Thursdays

Loomis Sayles Benefits Overview 2025

EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Accounting / Auditing and Finance

Referrals increase your chances of interviewing at Loomis, Sayles & Company by 2x

Get notified about new Tax Director jobs in Boston, MA .

Senior Director, Global Tax Reporting and Operations (HYBRID or REMOTE)

Associate Director of International Tax (5471 Form Focus!) - 26960

Associate Director, Global Tax Reporting

Boston, MA $180,000.00-$210,000.00 2 days ago

Tax Managing Director | Global Information Reporting (Remote)

Boston, MA $200,000.00-$450,000.00 4 days ago

Boston, MA $180,000.00-$230,000.00 1 day ago

Tax Director - Mergers & Acquisitions (Private Equity)

Reading, MA $140,000.00-$180,000.00 2 weeks ago

Braintree, MA $175,000.00-$260,000.00 2 days ago

Wakefield, MA $100,000.00-$140,000.00 2 days ago

Braintree, MA $170,000.00-$225,000.00 10 hours ago

Boston, MA $170,000.00-$335,000.00 3 days ago

Boxborough, MA $115,000.00-$160,000.00 1 week ago

Boston, MA $180,000.00-$240,000.00 1 day ago

Boston, MA $250,000.00-$280,000.00 2 days ago

Boston, MA $180,000.00-$240,000.00 2 weeks ago

Vice President, Technical Accounting Advisory

Boston, MA $100,000.00-$225,000.00 7 months ago

Managing Director | Accounting Advisory Services

Americas Tax Technology Group - Business Analyst - Manager (SAP Implementation)

Investment Director- Private Equity (Climate)

Boston, MA $100,000.00-$150,000.00 4 days ago

Medford, MA $94,600.00-$141,900.00 3 days ago

Greater Boston $150,000.00-$180,000.00 3 weeks ago

Director - Strategic Financing Services - Applications and Strategic Planning

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr